Player FM 앱으로 오프라인으로 전환하세요!
Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)
Manage episode 361240524 series 2656707
According to McKinsey, copper demand will increase to 36.6 million metric tonnes per annum by 2031. For context, production from all the copper mines around the globe was just 22 million metric tons in 2022.
Meanwhile, Goldman Sachs believes that copper prices will soar from US$8500/t to US$11,000/t this year.
So how are fund managers investing in copper?
In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse three of the few copper stocks remaining on the ASX.
And for a bit of fun, they also name their highest-conviction call for the next five years.
Note: This episode was filmed on Wednesday 19 April 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-hot-copper-stocks-and-2-high-conviction-calls
314 에피소드
Manage episode 361240524 series 2656707
According to McKinsey, copper demand will increase to 36.6 million metric tonnes per annum by 2031. For context, production from all the copper mines around the globe was just 22 million metric tons in 2022.
Meanwhile, Goldman Sachs believes that copper prices will soar from US$8500/t to US$11,000/t this year.
So how are fund managers investing in copper?
In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse three of the few copper stocks remaining on the ASX.
And for a bit of fun, they also name their highest-conviction call for the next five years.
Note: This episode was filmed on Wednesday 19 April 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-hot-copper-stocks-and-2-high-conviction-calls
314 에피소드
Toate episoadele
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.